Diamonds in the Rough

Perspectives Content Submission

Thu, 23 Aug 2012

Investors are experiencing numerous macroeconomic headwinds today, including a global economic slowdown, the European sovereign debt challenge, a looming U.S. fiscal cliff and lingering uncertainty about monetary policy’s effectiveness in light of high developed-market government debt levels. Becau…

Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts.

Though some assets are more sensitive to interestrates , even a conservatively tilted diversified portfolio has historically been able to produce positive returns through rising-rate environments, says David Falkof of Morningstar Investment Management.